We’re going to take a basic look at how your Dashboard is set up and what it offers. There are two ways to review the Dashboard: First there is a guide called “Take a Tour” on your Dashboard home page. Second, we are going to be reviewing some of the more primary tools you will be using in the Dashboard. Can you believe you have all the tools you need in one module?!
WELCOME TO THE DASHBOARD WALK-THROUGH!
The first section is the CRM Menu where you will be able to manage your customers and their information. If you look at the image below, you can see the different options available under the CRM menu.
As you can see, you will be able to manage multiple features, such as creating a robust contact list, managing groups, creating tasks and following deals from beginning to completion…all in one place!
The Content Menu tab allows you to update sliders, galleries, testimonials, and even edit custom code!
This is a tool with multiple options available to you to help update and edit your website. You can create “Web Forms,” add “Events” and “Posts.”
You can upload any image or file and store it here. The file storage section will look like the image below. The three images notated in the last image are “Upload,” “New File,” and “New Folder.”
Settings lets you manage your website’s Global Settings. If you look to the left you will see that you are able to update and track the users and their roles on the website; you can update your profile and manage your integrations.
When you click on your name in the upper left-hand corner, a dropdown will pop up so you can logout.
In the upper right-hand corner, there are two buttons. One is “View Website” and the other is “Edit Website.” To view the site is to see it as it appears currently, while being built or completed. To edit, brings you to the place where you can make changes to the website.
If you have any questions or concerns we can help with, please, send them to email@example.com or http://support.digiprodiy.com/support/home. We are happy to make this process as easy as possible.